04-23-2010 01:26 PM
I would like to populate the 'User 1' field in ACT for about 3000 existing contacts with data that I have in an Excel file containing two fields (Contact and User1). If this were being done by SQL it would be something like (Update User1 field where xlsContact=actContact). Is it possible to upload and do a join like this within ACT?
04-26-2010 06:46 AM
You can use the Act! Import function (File > Import > Text Delimited) to populate the field, my only concern will be the use of a single field to perform Duplicate Checking should you have multiple contacts with the same name.
Here is a link to instructions for the Import process: Import Text Delimited File
This process will work most easily if the target field is empty and you use the 'Merge' option.
Always make a backup of your database before making mass changes to your database (File > Backup > Database).